POSITION DESCRIPTION

Transcription

1 POSITION DESCRIPTION Training Manager VISION We will become the business advisor of choice through the creation of an environment where we want to give of our best. MISSION Polson Higgs has as its prime objective the provision of an integrated range of client focused services that will exceed our clients expectations and assist them to improve the profitability of their businesses. We are committed to supporting our staff to work towards this outcome. Our professional and local communities are an integral part of our ability to deliver on this Mission. Page 1 of 6

2 WHO ARE WE? We are a team of innovative and respected business advisors offering services to clients throughout the South Island. Polson Higgs is one of the South Island s leading independent chartered accountancy and business advisory firms with a staff of almost 60 located in Dunedin. We continually strive to provide quality service and value to our clients through our exceptional people. The business was formed based on a desire to provide higher levels of service to the local region. To that end, we now offer a fully integrated range of services. Recognised experts within the firm enable our clients to access advice and support for all of their business needs. Polson Higgs today has four partners (Steve Dunbar, Tim Dunn, Michael Turner and Henry van Dyk) and staff that specialise in most areas of business advice. We value the contribution our people make to our clients, and the communities in which they work and live. WHO ARE YOUR TEAM? Business Unit Training Reporting To Executive Management Team Partner - Tax/Training Direct Reports Training Administrator Nature and Term Permanent, Full-time Internal Relationships External Relationships Partners Senior Human Resources Advisor Sales and Marketing Manager Staff Executive Management Team Clients of Polson Higgs Contractors including venue, catering, travel Training institutions Community networks Strategic partners Page 2 of 6

3 VALUES IN ACTION Polson Higgs has a clear set of values which reflect and embrace our firm s culture. In action in our professional setting, we expect our staff to embody them as: Value Integrity Doing the right thing Care Being there Reflected in the following behaviours: Advocacy Sharing time, knowledge and expertise Provides support to others Dedicates time to others Proactively coaches others Self-Awareness Builds rapport with ease Demonstrates the ability to connect with people at all levels Demonstrates empathy Respect Engages with others in a respectful manner Demonstrates the importance of relationships Engages others where guidance from others where necessary Integrity Demonstrates open and honest communication Demonstrates fairness Acts with integrity and puts benefits of the firm before own agenda Excellence Best outcome Collaboration Works effectively within a team environment and across the firm Actively shares ideas Encourages others Engagement Proactively seeks to extend networks within the wider firm and local community. Takes steps to ensure they are well informed of issues/initiatives within the firm Seeks to engage client work combining our values and beliefs. WHAT IS THE PRIMARY FOCUS OF THIS ROLE? Operate a profitable training division ensuring quality strategic and operational delivery of agreed Training calendar both to external customers and internal staff Page 3 of 6

4 Key Accountabilities Research To research and review training solutions to ensure Polson Higgs is delivering the most up to date, relevant topics to our clients, To build a Training calendar based on researching and identifying market requests, Work as part of the team; ensuring that the training business has information on market trends, options, presenters, relevant training data to allow best practise decisions. Planning To develop and deliver an annual training calendar, Ensure Training courses are well planned, Overseeing the operational efficiency of the training function, delegating tasks as appropriate. Design Collate and report on relevant market information on an on-going basis; Assist with the development of Training courses within the firm, take a proactive stance to delegation of organisation of the Training courses. To oversee the smooth operational function and organisation of the Training division, including overseeing course administration, Design relevant training opportunities using suitable presenters Strategic Development With other senior managers (including Human Resources) within the firm, be proactive in proposing the training business future direction, Make recommendations regarding the training business to the Executive Management Team based on relevant market trends To build and grow the training business, identifying profitable training opportunities and suitable presenters, Relationships To build and maintain business relationships that will enhance the ongoing growth and stability of Polson Higgs, Promote our Training brand in the employment market. Trainer development Active involvement in training and development processes to ensure quality presenters are available, Involvement in monthly internal training and annual residential courses. This may involve development and presentation of training courses, Proactive in becoming a Trainer including development of a relevant course or courses, Prepare and present information for inclusion in monthly Training reports to the Executive Management Team, Work as part of the team; consulting and building relationships across the service lines, encourage cross selling between divisions, Lead by example, command respect. Professionalism Remain technically up to date and abreast of any changes in industry best practice and legislation through active participation in training and self-development. Internal Training Develop and facilitate training to all Polson Higgs staff. From example LD1 course To work collaboratively with HR and Sales and Marketing to design and deliver valuable training needs to Polson Higgs staff Page 4 of 6

5 Staff Conference Lead and facilitate the staff conference, with direction from the Executive Management Team Work collaboratively with other key stakeholders e.g. Human Resources and Sales and Marketing Business Management Manage business and achieve or exceed budget Monitor overall financial performance of the team and takes action to ensure goals are achieved. Accountable for quality, timeliness and presentation. Actively manage workflow, ensuring deadlines are met. Delegate effectively and appropriately Staff Management Responsibilities Management and mentoring of team members; assisting in their professional development Develop a desire in others to work towards common goals Set challenging, relevant assignments for staff Ensure that staff have a clear understanding of what is to be achieved. Encourage learning and development, giving timely and constructive feedback. Recognise good performance, deals quickly with poor performance Assist staff to progress their career goals. Communication Communication is professional and appropriate, both internally and externally. All written and verbal communication is clear and concise. Documentation and s are correctly maintained on SharePoint Feedback is given and received constructively. Performance Development Plan (PDP) Ensure all staff within delegated responsibility have current performance development plans. Active engagement with your performance development plan. Opportunities for personal and professional development are taken. Health and Safety Comply with all Polson Higgs Health and Safety policies, procedures and current legislation Responsible for reporting any hazard, risk or accident through the appropriate procedures Other All other reasonable duties that are required of you Page 5 of 6

6 Knowledge, Skills and Abilities Proven training course management experience Strong business development / sales experience Technically sound in all aspects of strategic training. Recognised expertise in specialist areas relevant to training Ability to plan, manage and complete projects Staff management experience. Proactive relationship management. Demonstrates judgement and initiative. Personal Attributes High energy level, drive and enthusiasm. Influence and persuasion. Problem solving attitude. Judgment and decision making. Excellent interpersonal skills. Planning and organising. Qualifications An appropriate tertiary qualification or equivalent Disclaimer I have read and understood the above position description and accept all the above responsibilities incorporated herein. Employee Name Manager Name Date Employee Signature Manager signature Date This position description serves to provide an overview of the primary responsibilities inherent in this role. It also provides a summary of how this position collaborates with other roles within Polson Higgs. It is acknowledged that in order to remain current, regular amendments will be required. This is to be co-ordinated in association with the relevant Managers. This document will be supported by the development of a performance agreement which will be drafted by the incumbent in association with their Manager to provide clear goals and objectives, against which individual performance will be managed. Page 6 of 6